See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,754 | $72,277+116.9% | $101,248+54.8% | $79,858+96.3% |
| Participation rate | 91.7% | 68.5%+23.2pp | 75.8%+15.9pp | 69.6%+22.0pp |
| Annual return | 11.17% | 22.30%-11.1pp | 46.47%-35.3pp | 31.71%-20.5pp |
| Employer contribution / active EE | $3,835 | $2,692+42.5% | $3,660+4.8% | $2,471+55.2% |
| Participant deferral / active EE | $7,077 | $3,282+115.7% | $4,370+61.9% | $3,740+89.2% |
| Admin fee / account holder | $8,529 | $4,400+93.8% | $5,945+43.5% | $5,306+60.7% |